Financial Wellbeing Report

Saunderson House is the main sponsor of the IBC conference and provides a comprehensive financial planning and investment management service to high net-worth individuals, charities and trusts.

Financial Wellbeing: a report compiled last year, which sets out a great amount of information on wellbeing and its link to one’s own finances and work. The data is drawn from Saunderson Houses’ client base and other high net worth individuals (c200 people). The report can be found attached below.